Core Purpose of the Fund
“Endeavour to create 10x Wealth in 13 Years with a CAGR of 20%+ by investing in Outstanding Businesses where Leadership & Growth are in Common with a bottom-up approach & Robust Risk Management System.”
Answering the 5 Questions
We buy 15 Stocks, Allocation is decided on our Turtle Risk Management System, we do not invest lesser than 4% and more than 6% in the 1st phase of a stock Investments.
Maximum Investment Money stock is 10% and we don’t Often Trim our Portfolio.
We believe in 50% of Top 5 Stock, Next 30% in Next 5 Stock & Last 20% in last 5 Stocks.
We decide Exit before we enter a stock, there are 3 types of Exit we prepare for
1. Price wise exit, Known as Happy Loss
2. Business wise exit, deciding when to exit as per the stock business and growth
3. Non-Performance Exit: Exiting if stock is not performing and not correcting
We Scale up and give more allocation to the performer stock, as per the company improves the performance in PPP Process
Why Turtle PMS
With all the same qualities as other PMS facilities, our PMS has one degree difference with our Top 5 Services: